CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23B
AUM Growth
-$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,206
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$59.6M
3
+$55.8M
4
WPZ
Williams Partners L.P.
WPZ
+$50.2M
5
AM icon
Antero Midstream
AM
+$40.4M

Top Sells

1
+$311M
2
+$107M
3
+$64.8M
4
META icon
Meta Platforms (Facebook)
META
+$52.6M
5
OMC icon
Omnicom Group
OMC
+$51.6M

Sector Composition

1 Technology 18.2%
2 Financials 14.96%
3 Energy 14.08%
4 Healthcare 13.39%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.3M 0.05%
280,228
-7,872
277
$11.3M 0.05%
73,631
+4,928
278
$11.1M 0.05%
43,397
+762
279
$11M 0.05%
5,271
-327
280
$10.9M 0.05%
179,541
-87,173
281
$10.3M 0.04%
216,115
+651
282
$10.3M 0.04%
87,806
-7,819
283
$10.3M 0.04%
1,473,474
-13,022
284
$10.2M 0.04%
176,373
+7,081
285
$10.2M 0.04%
109,310
+1,458
286
$10.2M 0.04%
100,837
-2,293
287
$10.1M 0.04%
193,792
+10,467
288
$10.1M 0.04%
105,079
+693
289
$9.85M 0.04%
78,330
+1,054
290
$9.73M 0.04%
116,492
-833
291
$9.53M 0.04%
383,258
-45,911
292
$9.44M 0.04%
79,937
+5,104
293
$9.15M 0.04%
126,263
+14,874
294
$9.07M 0.04%
178,649
-1,694
295
$9.01M 0.04%
97,122
+1,428
296
$8.82M 0.04%
1,523,480
-124,400
297
$8.66M 0.04%
687,095
+7,660
298
$8.61M 0.04%
62,970
+6,116
299
$8.56M 0.04%
464,696
+23,434
300
$8.45M 0.04%
+145,340
10 11
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